Define project levels

Open: Project Accounting > Utilities > System Setup > Project Structure Settings | Project Levels.

1. To add a new project level, click Add.
2. Enter the Name of the level.

3. Use the Display Features tab to select the information that you want to display and record for the project level. For example, you can display general information such as the project description and status, display costing information such as cost units and budgets, or display charging information such as revenue budgets.

4. On the Additional Information tab, tick the items of additional information that you want to display and record with projects of this type.
5. Use the Defaults tab to specify the default status of the project level.
6. Click OK to save the new project level.

7. You can copy the project level details so that you can use them again.

   Copy project level details

   1. To copy a project level, click Copy. The copied level has the same name as the original with the addition of 1,2,3 and so on.
   2. Enter a new Name if required.
   3. Change the Display Features, Additional Information, and Defaults, if required.
   4. To save the copied level, click OK.